Market Signals

Uber wins bid to throw out UK mass lawsuit by black cab drivers - Reuters

AI’s epic cash call is matched only by its ability to strangle revenue streams

AI inference is running into a memory bottleneck. Huawei wants to tackle it with OceanStor M900

Black Monday Fears Fade as Nasdaq Futures Rally After Friday Selloff - Yahoo Finance

TradingKey Wall Street Weekly Report：Rising Inflation Intensifies Rate Pressure; Nasdaq Falls 4.48%, Its Biggest Weekly Decline Since June - TradingKe

Japan to boost police investigations with advanced technology

US senator hails Hanwha's role in revitalizing American shipbuilding industry

BOJ Governor Ueda says underlying inflation 'quite close' to 2% target

SM Prime cuts capex 25 percent: what it means for SM Prime stock - ad-hoc-news.de

Microsoft jumped 8% after earnings as Azure hit 43%, Copilot reached 30M seats, and capex stayed steady. The market is paying for AI monetization with

MI5 chief says Iran is targeting military sites and suspected plot at RAF Fairford is 'not unique’ - AP News

Oil is lifting the Saudi bourse while Egypt tumbles on regional tensions. Same crude tailwind, different risk premia: Riyadh gets the bid, Cairo wears

The kitchen came first, then god: Five recipes from an emerging Jewish community in Andhra Pradesh

Trump’s Russia Sanctions Waiver Called Mistake by GOP Allies - Bloomberg

S&P 500 Forecast: SPX rises as oil prices fall, but treasuries remain at multi-decade highs - StoneX

Crypto devices built to foil hackers shipped with spies inside, per Bloomberg. That is the supply-chain risk nobody prices: the hardware you trust to

PBOC Deputy Urges Private Role in Sovereign Debt Restructuring - Bloomberg.com

White House chaos overshadows Donald Trump’s midterms push - Financial Times

Donald Trump exempts Russia from further sanctions mandated by new law - Financial Times

Venezuela Sees Nearly $76 Billion Oil Investment Over Five Years - Bloomberg.com

[REPORTER'S NOTEBOOK] FTC's costly crackdown on conglomerates generates little return - The Korea Times

Venezuela expects nearly $76 billion in oil investment over five years, acting president says - Reuters

Soft jobs report has equity futures bid, with the Fed minutes as the next catalyst. A cooler labor print is what's doing the lifting here, and high-be

Anthropic offers Blackstone double-digit yield in latest chip financing - Financial Times

Woodside natural gas project unit paused after Greenpeace protest off Western Australia - Reuters

Korean banks plan security spending increases after data breaches

Northern Oil and Gas got a buy rating as its earnings outlook improves. For $NOG, that is sell-side sentiment, not a thesis: the item carries no price

Trump Faces Midterm Fuel Reckoning as Gas Prices Near Biden’s Average - Bloomberg.com

Seoul expresses regret over Takaichi's offering to controversial war shrine

Trump’s Russia sanctions waiver called mistake by GOP allies

Chart of the Week: The chip stock split - Financial Times

Burnham Finds His Plans to Focus on Britain Blown Up by Trump - Bloomberg.com

The Trade Desk sank over 26% on an earnings miss and a weak outlook, and retail is pointing at guidance as the real problem rather than the quarter it

FTC warns auto dealers about price transparency - Consumer Finance Monitor

Trump faults aides as Republican midterm prospects dim - Reuters

EU leaders to urge Zelenskyy to rein in criticism of Trump - Financial Times

Trump’s New White House Press Secretary Out After Five Days - Bloomberg.com

Lagarde says the bond selloff will slow inflation. That is the ECB signaling it can live with a higher term premium, which keeps the squeeze on long-d

Trump threatens California officials with imprisonment over stance on mail ballots - Reuters

Anthropic assigned highest junk credit rating in June - Financial Times

China AI supply-chain IPOs are holding firm despite a valuation pullback, Citi says. That matters for the tape: the AI infrastructure trade still has

Dividend alert: IRFC, Tech Mahindra, ICICI Prudential AMC, among 11 stocks to watch next week: Check record date, payout

Trump mocks popularity of the name Mohammad, common among Muslims - Reuters

Neogen's raised outlook puts the bull case back on the table: the tape will want proof the guidance lift is durable, not just a low-bar reset. $NEOG

Anthropic offers Blackstone double-digit yield in chip-financing deal, FT reports - Reuters

Anthropic signs lease for first Canadian data center - Reuters

RBI has burned about $60B of FX reserves in six weeks defending the rupee, with reserves down to $726B from a $785.7B peak. That is a costly defense:

Trump waives new Russia sanctions as Ukraine ties slump

Cyberattacks continue to menace Japan as more firms disclose data breaches

The chip selloff is now the longest since 2006, and short sellers have minted $32B off it. That is a crowded trade sitting on a big gain, so the risk